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How to Download an Itinerary as a PDF

How advisors and travelers can download a Tern itinerary as a PDF

Brad Turner avatar
Written by Brad Turner
Updated over a week ago

Introduction:

Your clients are able to download their travel itinerary as a PDF for easy offline access. This feature is particularly useful for those times when internet connectivity is limited. The downloadable PDF includes a cover page, detailed descriptions of all activities, and any PDF documents that are set as "Visible to Travelers" on the trip, ensuring your clients have all the necessary info at their fingertips.

Enabling PDF Downloads for Travelers:

  1. Go to the trip's Overview tab on the left sidebar.

  2. Locate the "Allow PDF Downloads" toggle on the right side of the Overview page, and switch it on.

  3. Remember to then Publish the trip to activate the PDF download feature for your clients. The option to download will then be in the upper right corner of the itinerary screen for the travelers.

    Note: Clients must have Full Access to the Trip and be logged in to their Tern Traveler account to see the "Save as PDF" option.

How to Download a PDF as an Advisor:

  1. Navigate to the Itinerary tab of the trip on the left sidebar.

  2. Click on the three dots to the right of the itinerary title -

3. Click the Download PDF option from the drop down menu that appears.

4. That's it! You can download an itinerary as a PDF from here at any time

Additional Notes:

  • Image Limitations: Please note that the PDF will include only one image per activity to maintain a balance between detail and file size.

  • Attachment Inclusion: Only PDF-type attachments will be included in the downloaded file.

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